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Billing Customers (Factura)

Overview

Restaurants often need to issue tax invoices (Factura) to B2B customers or anyone who requires company details on the invoice (e.g. for VAT deduction). This feature lets you:

  • Register billing customers with company name, tax ID (CIF/NIF/VAT), address, email, and phone.
  • Search existing customers by name, company, tax ID, or email.
  • Print an invoice (Factura) for any order with a selected billing customer; the printed document includes a “Bill to” block with the customer’s company details.
  • Optionally link the billing customer to the order so it is remembered for future prints.

Customers page (/customers)

  • Access: Staff with order access (owner, admin, waiter, receptionist). Write (add/edit/delete) requires billing_customer:write (owner, admin, waiter).
  • List: All billing customers for the tenant, with search by name, company name, tax ID, or email.
  • Add: “Add customer” opens a form: Name (required), Company name, Tax ID / CIF, Address, Email, Phone, optional Birth date (CRM / occasions; not printed on the tax invoice).
  • Edit / Delete: From the table; delete does not remove the link on orders that already reference the customer (order keeps the saved data).

Print Factura from Orders

  • Where: On Orders (/orders), for any order card (Pedidos Activos, Sin Pagar) or from Historial de Pedidos (grid: “Print Factura” column).
  • Flow:
    1. Click Print Factura for an order.
    2. A modal opens with the order summary and a Customer for invoice dropdown (list of billing customers).
    3. Select a customer (or “None” for a receipt without company block).
    4. Click Print invoice. A new window opens with the invoice; if a customer was selected, a Bill to block shows company name, tax ID, address, and email. The browser print dialog opens.
    5. If you selected a customer, the order is updated to link that billing customer so next time it is pre-selected.

Backend

  • Model: BillingCustomer (tenant-scoped): name, company_name, tax_id, address, email, phone, optional birth_date (date only).
  • Order: Optional billing_customer_id; GET /orders includes billing_customer_id and nested billing_customer when set.
  • Endpoints:
    • GET /billing-customers?search=... — list (with optional search).
    • POST /billing-customers — create.
    • GET /billing-customers/:id — get one.
    • PUT /billing-customers/:id — update.
    • DELETE /billing-customers/:id — delete.
    • PUT /orders/:id/billing-customer — set or clear billing_customer_id (body: { "billing_customer_id": number | null }).
  • Permissions: billing_customer:read, billing_customer:write (see back/app/permissions.py).
  • Migration: back/migrations/20260316140000_add_billing_customer.sql (creates billing_customer table and order.billing_customer_id).

i18n

  • CUSTOMERS: title, add, edit, name, company, tax ID, address, email, phone, search placeholder, loading, none, delete confirm, Print Factura, Select customer for invoice, Bill to.
  • NAV.CUSTOMERS: “Customers (Factura)” (or equivalent).

Locales: English, Spanish (others can be added following the same keys).